Tip #1204: Export marketing lists with more information

Export Excellence Award

Is there a way to export a marketing list and include email addresses and other information? When I export a marketing list, I just get the lead or contact’s name. Reader Yes — you can get email address, phone number, address, and any other information from the contacts or leads who are members of the list. […]

Tip #908: How to add a missing field to Excel template

Missing piece

Have you ever created an Excel Template, with all of the necessary edits, pivot tables, charts, etc. that you need to report, only to realise the first time you use it that it’s missing a vital field from CRM? Typically, this means you have to redo all the work you did originally to include the […]

Tip #860: When export to Excel fails for no reason

Export Excellence Award

Dynamics 365 is a temperamental mistress – everything is fine until it is not. Export to Excel has been working for a customer like a clockwork but then one day, without any warning, attempts to export this view: started to generate this error: (Clicking Show technical details would give some useless generic error with the […]

Tip #726: Dude, where is my option to export for update?

Export Excellence Award

Question I recently noticed that in version 2016, the option to export records for update (available in version 2015) has vanished from the Export To Excel dialog. This SDK article describe the Import process as if this option is still available. Can anyone clarify this feature status? Is there any other method to update existing […]

Tip #623: Contact export to Excel and full name field

With the new Excel export in CRM 2015 and later, if your view includes the Full Name field, when you export to Excel, your Excel spreadsheet will include three additional fields: First Name, Last Name, and Middle Name. The reason for this change is because all static worksheets are formatted for reimport now. This is […]

Tip #190: IFD and Dynamic Excel Export

If you are facing the login window appearing in the Excel sheet after creating a dynamic Excel export from an IFD-enabled CRM organization, then there’s still a way to get the data into the Excel sheet: Export the Dynamic Worksheets (or Pivot Tables) from Microsoft Dynamics CRM. Open the Dynamic Worksheets with Excel. Excel will […]